This information meets the requirements of the Consumer Duty and addresses the following products:

  • Morgan Lloyd SIPP Services Ltd range
  • Morgan Lloyd Invest Platform
  • Morgan Lloyd Trustees Ltd SSAS

The document provides comprehensive information about our products and services to give a thorough understanding of our approach to the Consumer Duty, who our products and services are suitable for and not suitable for, and also how our products and services represent fair value.

If you have any queries or if you require further information, please do not hesitate to contact the team on 01275 379 200 or email enquiries@morgan-lloyd.co.uk

morgan-lloyd-consumer-duty-v2.pdf

If you have any queries or if you require further information, please do not hesitate to contact the team on 01275 379 200 or email enquiries@morgan-lloyd.co.uk